Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-35,244
Closed -$87.1K 1961
2024
Q1
$87.1K Buy
+35,244
New +$87.1K ﹤0.01% 1257
2023
Q4
Sell
-27,265
Closed -$65.2K 1645
2023
Q3
$65.2K Buy
+27,265
New +$65.2K ﹤0.01% 1099
2022
Q1
Sell
-127,852
Closed -$899K 1306
2021
Q4
$899K Buy
+127,852
New +$899K 0.02% 367
2020
Q2
Sell
-10,857
Closed -$75K 581
2020
Q1
$75K Buy
+10,857
New +$75K ﹤0.01% 305
2019
Q1
Hold
0
165
2018
Q4
Hold
0
132
2018
Q3
Hold
0
88